Zoho Workerly | Audit Logs

Audit Logs


The Audit Log is a chronological sequence of entries, each resulting from the actions performed by Users in Zoho Workerly. Audit logs are helpful to determine the happenings before and after an event and also to identify records associated with certain events.

Availability


Profile Permission Required: Users with the Administrator profile can access this feature.

The Audit Log feature captures the following actions performed in the modules:

Modules Actions Performed
  • Temps
  • Clients
  • Contacts
  • Jobs
  • Add, update, delete records
  • Mass update and mass delete
  • Import and export records
  • Lead conversion
  • Delete from Recycle Bin
  • Rollback
  • Restore deleted records
  • Restore records in bulk
  • Find and Merge Duplicates
  • Deduplicate Records
  • Map fields for Lead Conversion
  • Reports
  • Delete records
  • Import and export records

The Audit Log feature captures the following actions performed in the Setup:

Features Actions Performed
  • Email Templates & Folders
  • Mail Merge Templates & Folders
  • Auto Response Rules
  • Workflow Rules
  • Workflow Alerts
  • Workflow Tasks
  • Workflow Field Updates
  • Workflow Follow-ups
  • Webhooks
  • Web Forms (Temps, Contacts)
  • Roles, Profiles, Groups
  • Reports & Report Folders
  • Assignement Rules
  • Create
  • Delete
  • Edit
  • Users
  • Add
  • Edit Details
  • Auto Response Rule's Status
  • Web Form's Status
  • Activate
  • Deactivate
  • Field Dependency Mapping
  • Create
  • Edit
  • Administrator
  • Edit

View Audit Log

Audit log displays the activities performed by users in your organization with the Workerly account. Users in the Administrator Profile can access the audit logs. However, other users can only view their own and their sub-ordinates' Audit Logs.

To view Audit Logs,

  1. Log into your Zoho Workerly account.
  2. Go to Setup > Data Administration > Audit Log.
    The Audit Log page displays all the actions performed by all users for the last 90 days.

Since Audit Log is quite exhaustive, it could be quite tiresome to sift through the entries if you are looking for a few specific details. For example, if you wish to see only the records added by a particular user or a list of actions performed in the last 7 days, it could be difficult to find those specific entries among a huge list. In such a case, you can use the Filter options offered to you and narrow down on the entry/entries you are looking for.

To filter the entries in the Audit Log page,

  1. Select a User, in order to view the log of actions performed by a particular user. You can do one of the following.
    • Choose a specific user to view the log of actions performed by that particular user.
    • Choose All users to view the log of all actions performed by all users in your organization.
  2. Select a Time, in order to view the log of actions performed in the chosen timeframe. Choose among the following options.
    • Anytime
    • Today
    • Yesterday
    • Last 15 days
    • Last Month
  3. Select the Activity, in order to view a specific action.

Note

  • Users can only view their own and their sub-ordinates' Audit Logs.

Export Audit Log

You can export the audit log entries in CSV format.

To export audit log entries

  1. Log in to Zoho Workerly with Administrator privilege.
  2. Go to Setup > Data Administration > Audit Log.
  3. In the Audit Log page, click Export.
    The entries will be exported in a .csv format.